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First Trust Financials AlphaDEX Fund

127 hedge funds and large institutions have $388M invested in First Trust Financials AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
30
Increased
36
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$95.9M 2,797,907 +32,214 +1%
Wells Fargo
2
Wells Fargo
California
$49.7M 1,448,436 +33,418 +2%
LPL Financial
3
LPL Financial
California
$30.8M 898,846 +41,741 +5%
Bank of America
4
Bank of America
North Carolina
$23.5M 685,768 +3,044 +0.4%
UBS Group
5
UBS Group
Switzerland
$19.8M 578,987 -14,142 -2%
BCI
6
Brinker Capital Investments
Pennsylvania
$17.9M 521,000 +200,000 +62%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.9M 463,022 +272,008 +142%
Truist Financial
8
Truist Financial
North Carolina
$10.5M 307,039 +18,197 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.36M 273,086 -13,033 -5%
IPW
10
IronBridge Private Wealth
Texas
$7.13M 208,018 +208,018 New
RJA
11
Raymond James & Associates
Florida
$6.43M 187,557 -20,053 -10%
NA
12
Navellier & Associates
Nevada
$6.29M 183,537 +183,537 New
FEG
13
Financial Enhancement Group
Indiana
$6.17M 179,885 +179,683 +88,952%
FEM
14
Fulcrum Equity Management
Texas
$5.82M 169,761 +169,761 New
PFS
15
Prospera Financial Services
Texas
$5.72M 166,830 +166,830 New
Goldman Sachs
16
Goldman Sachs
New York
$4.92M 143,599 +61,044 +74%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.81M 140,181 -18,047 -11%
KPWS
18
Kestra Private Wealth Services
Texas
$4.24M 124,668 +124,668 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.05M 118,177 -30,219 -20%
Ameriprise
20
Ameriprise
Minnesota
$3.5M 101,988 +58,908 +137%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.33M 97,059 +414 +0.4%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.04M 88,750 -27,807 -24%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.91M 84,833 -16,507 -16%
BAM
24
Bellevue Asset Management
Washington
$2.7M 74,528 +9,849 +15%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.35M 68,428 +32,821 +92%